Abstract: Sa ido zuwa 2022, ana sa ran cewa kasar Sin ta kasuwanci nuni LED masana'antu za su kula da wani biyu-lambobi high-gudun girma a karkashin rinjayar canji canja wurin sakamako, da zafi aikace-aikace filayen za su sannu a hankali juya zuwa kunno aikace-aikace filayen kamar kaifin baki lighting. nunin ƙarami, da kuma lalata ultraviolet mai zurfi.
A shekarar 2021, masana'antar LED ta kasuwanci ta kasar Sin za ta sake farfado da kuma girma a karkashin tasirin maye gurbin sabon kamuwa da cutar huhu, kuma fitar da kayayyakin LED zai kai matsayi mai girma.Daga hangen nesa na masana'antar, kayan aikin LED da kudaden shiga na kayan sun ga babban haɓaka, amma ƙirar guntu na LED, marufi, da ribar aikace-aikacen suna raguwa, kuma har yanzu suna fuskantar matsin lamba mafi girma.
Sa ido zuwa 2022, ana sa ran cewa kasar Sin ta kasuwanci nuni LED masana'antu za su kula da wani biyu lambobi high-gudun girma a karkashin rinjayar canji canja wurin sakamako, da zafi aikace-aikace filayen za a hankali juya zuwa kunno aikace-aikace filayen kamar kaifin baki lighting. nunin ƙarami, da kuma lalata ultraviolet mai zurfi.
Asalin hukuncin halin da ake ciki a 2022
01 Tasirin canja wuri yana ci gaba, buƙatun masana'antun China yana da ƙarfi
Sakamakon tasirin sabon zagaye na COVID-19, dawo da buƙatun masana'antar LED ta kasuwancin duniya a cikin 2021 zai kawo haɓaka haɓaka.Tasirin canji na masana'antar nunin LED ta kasuwanci na ƙasata yana ci gaba, kuma fitar da kayayyaki a farkon rabin shekara ya sami babban matsayi.
A bangare guda, Turai da Amurka da sauran kasashe sun sake farfado da tattalin arzikinsu a karkashin manufar sauwake kudi, kuma bukatar shigo da kayayyakin ledojin ya farfado sosai.Bisa kididdigar da kungiyar kula da hasken wutar lantarki ta kasar Sin ta bayar, an ce, a farkon rabin shekarar 2021, darajar kayayyakin hasken wutar lantarki ta kasar Sin zuwa kasashen waje ya kai dalar Amurka biliyan 20.988, adadin da ya karu da kashi 50.83 cikin dari a duk shekara, wanda ya kafa wani sabon tarihi na fitar da kayayyaki zuwa kasashen waje. lokaci.Daga cikin su, fitar da kayayyaki zuwa Turai da Amurka ya kai kashi 61.2%, karuwar kashi 11.9 cikin dari a duk shekara.
A gefe guda, kamuwa da cuta mai girma ya faru a yawancin ƙasashen Asiya ban da China, kuma buƙatun kasuwa ya juyo daga haɓaka mai ƙarfi a cikin 2020 zuwa ɗan ɗanɗano.Dangane da rabon kasuwannin duniya, kudu maso gabashin Asiya ya ragu daga kashi 11.7% a farkon rabin shekarar 2020 zuwa kashi 9.7% a farkon rabin shekarar 2021, Asiya ta yamma ta ragu daga kashi 9.1% zuwa 7.7%, kuma gabashin Asiya ta ragu daga 8.9% zuwa 6.0%.Yayin da annobar ta ci gaba da addabar masana'antar kera ledojin a kudu maso gabashin Asiya, an tilastawa kasashe rufe wuraren shakatawa na masana'antu da yawa, lamarin da ya yi matukar kawo cikas ga samar da kayayyaki, kuma sakamakon sauya masana'antar LED ta kasata ya ci gaba.
A farkon rabin shekarar 2021, masana'antar nuna LED ta kasuwanci ta kasar Sin ta samar da ingantaccen gibin samar da kayayyaki da annobar cutar ta haifar a duniya, inda ta kara nuna fa'idar cibiyoyin kera kayayyaki da cibiyoyin samar da kayayyaki.
Ana sa ran 2022, masana'antar nunin LED ta kasuwanci ta duniya za ta ƙara haɓaka buƙatun kasuwa a ƙarƙashin tasirin "tattalin arzikin gida", kuma masana'antar nunin LED ta kasuwancin Sin za ta ci gajiyar canjin canjin canji.
A gefe guda, a ƙarƙashin rinjayar annoba ta duniya, mazauna sun fita ƙasa kaɗan, kuma buƙatun kasuwa na hasken cikin gida, nunin LED, da dai sauransu ya ci gaba da karuwa, suna shigar da sabon kuzari a cikin masana'antar LED.
A daya hannun kuma, an tilastawa yankunan Asiya, ban da kasar Sin yin watsi da rigakafin cutar, tare da aiwatar da manufar zaman tare da kwayar cutar, saboda yawan kamuwa da cututtuka, wanda zai iya haifar da sake dawowa da kuma tabarbarewar annobar, da kuma kara rashin tabbas na komawa aiki. da samarwa.
Cibiyoyin bincike sun yi hasashen cewa a shekara ta 2022, tasirin canjin masana'antar nunin LED na kasuwanci na kasar Sin zai ci gaba, kuma masana'antar kera LED da bukatu na fitar da kayayyaki za su kasance da karfi.
02 Ribar masana'antu ta ci gaba da raguwa, kuma gasar masana'antu ta ƙara tsananta
A cikin 2021, ribar da aka samu na nunin faifan filaye na LED da aikace-aikace na kasuwanci na kasar Sin zai ragu, kuma gasar masana'antu za ta kara tsananta;iyawar samar da guntu substrate masana'antu, kayan aiki, da kayan za su karu sosai, kuma ana sa ran samun riba zai inganta.
Dangane da na'urorin lantarki da na'urorin lantarki, ana sa ran samun kudaden shiga na kamfanoni 8 na cikin gida a shekarar 2021 zai kai yuan biliyan 16.84, wanda ya karu da kashi 43.2 cikin dari a duk shekara.Duk da cewa matsakaicin ribar da wasu manyan kamfanoni ke samu ya ragu zuwa 0.96% a shekarar 2020, saboda ingantacciyar ingantacciyar hanyar samar da kayayyaki, ana sa ran ribar ribar guntu ta LED da kamfanonin substrate za su karu zuwa wani matsayi a shekarar 2021, kuma ana sa ran babban ribar kasuwancin Sanan Optoelectronics' LED kasuwancin ya karu.Daidai
A cikin sashin marufi na LED, ana sa ran samun kudaden shiga na kamfanoni 10 na cikin gida da aka jera a shekarar 2021 zai kai yuan biliyan 38.64, karuwar kashi 11.0% duk shekara.A cikin 2021, babban ribar fakitin LED ana tsammanin zai ci gaba da koma baya a cikin 2020, amma godiya ga saurin haɓakar samarwa, ana sa ran ribar ribar kamfanoni na cikin gida za ta karu da kusan 5% a cikin 2021.
A bangaren aikace-aikacen LED, ana sa ran samun kudaden shiga na kamfanoni 43 na cikin gida (mafi yawan hasken wutar lantarki) zai kai yuan biliyan 97.12 a shekarar 2021, karuwar kashi 18.5% a duk shekara;10 daga cikinsu za su sami korau net riba a 2020. Tun da girma na LED lighting kasuwanci ba zai iya biya diyya da karuwa a farashin, da LED aikace-aikace sashi (musamman lighting aikace-aikace) zai ji ƙyama ƙwarai a 2021, da kuma ya fi girma yawan Enterprises za a tilasta su. rage ko canza kasuwancin gargajiya.
Dangane da kayayyakin LED, ana sa ran samun kudaden shiga na kamfanoni biyar na cikin gida zai kai yuan biliyan 4.91 a shekarar 2021, wanda ya karu da kashi 46.7 cikin dari a duk shekara.Dangane da kayan aikin LED, ana sa ran samun kudaden shiga na kamfanoni shida na cikin gida da aka jera zai kai yuan biliyan 19.63 a shekarar 2021, wanda ya karu da kashi 38.7 cikin dari a duk shekara.
Sa ido zuwa 2022, tsayayyen hauhawar farashin masana'antu zai matse sararin rayuwa na yawancin marufi na LED da kamfanonin aikace-aikace a China, kuma wasu manyan kamfanoni suna da yanayin rufewa da juyawa.Koyaya, godiya ga haɓakar buƙatun kasuwa, kayan aikin LED da kamfanonin kayan sun amfana sosai, kuma matsayin kamfanoni na guntu guntu na LED ya kasance ba canzawa.
Bisa kididdigar da cibiyoyin bincike suka yi, yawan kudaden shiga na kamfanonin da aka jera na nunin LED na kasuwanci na kasar Sin zai kai yuan biliyan 177.132 a shekarar 2021, wanda ya karu da kashi 21.3 bisa dari a duk shekara;Ana sa ran za ta ci gaba da samun bunkasuwa cikin sauri cikin lambobi biyu a shekarar 2022, kuma jimillar darajar kayayyakin da ake fitarwa za ta kai yuan biliyan 214.84.
03 Zuba jari a aikace-aikacen da ke tasowa yana girma, kuma sha'awar zuba jari na masana'antu yana da girma
A cikin 2021, yawancin filaye masu tasowa na masana'antar nunin LED na kasuwanci za su shiga matakin haɓaka masana'antu cikin sauri, kuma aikin samfur zai ci gaba da haɓakawa.
Daga cikin su, da photoelectric hira yadda ya dace na UVC LED ya wuce 5.6%, kuma ya shiga cikin babban sararin samaniya haifuwa, tsauri ruwa sterilization, da kuma hadaddun surface haifuwa kasuwanni;
Tare da haɓaka fasahar ci gaba kamar fitilun fitilun kai, ta nau'ikan fitilun wutsiya, nunin mota na HDR, da fitilun yanayi, ƙimar shigar da LEDs na kera ke ci gaba da hauhawa, kuma ana sa ran haɓakar kasuwar LED ta kera zai wuce 10% a cikin 2021. ;
Halatta noman amfanin gona na musamman na tattalin arziƙi a Arewacin Amurka ya haɓaka haɓakar hasken shukar LED.Kasuwancin yana tsammanin ƙimar haɓakar shekara-shekara na kasuwar hasken wutar lantarki ta LED zai kai 30% a cikin 2021.
A halin yanzu, ƙananan fasaha na nuni na LED sun gane ta hanyar masana'antun na'ura na yau da kullum kuma sun shiga tashar samar da ci gaba mai sauri.A gefe guda kuma, masu kera na'urori masu cikakken ƙarfi kamar Apple, Samsung, da Huawei sun faɗaɗa layin samfuran su na Mini LED backlight, kuma masana'antun TV irin su TCL, LG, da Konka sun fitar da manyan talbijin na mini LED backlight.
A gefe guda kuma, ƙananan bangarorin LED masu haske masu aiki suma sun shiga matakin samar da taro.A cikin watan Mayu 2021, BOE ta ba da sanarwar samar da yawan jama'a na sabon ƙarni na tushen gilashin da ke aiki Mini LED bangarori, waɗanda ke da fa'idodin babban haske, bambanci, gamut launi, da sassauƙa mara kyau.
A cikin 2021, manyan kamfanoni da ƙananan hukumomi suna da sha'awar saka hannun jari a masana'antar LED.Daga cikin su, a cikin tashar jiragen ruwa na kasa, a watan Mayun shekarar 2021, kasar Sin ta zuba jarin Yuan biliyan 6.5 don gina karamin shakatawa na masana'antu na LED, kuma ana sa ran yawan kudin da ake fitarwa zai haura yuan biliyan 10 bayan kammalawa;A cikin filin hada-hadar marufi na tsakiya, a watan Janairun shekarar 2021, kasar Sin na shirin zuba jarin Yuan biliyan 5.1 don gina karamin layin samar da ledojin guda 3500, wanda aka kiyasta kudin da ake fitarwa a duk shekara zai kai fiye da yuan biliyan 10 bayan an kai ga samarwa.An kiyasta cewa a cikin 2021, sabon saka hannun jari a cikin dukkanin masana'antar Mini/Micro LED zai wuce yuan biliyan 50.
Ana sa ran 2022, saboda raguwar ribar aikace-aikacen hasken wutar lantarki na gargajiya, ana sa ran ƙarin kamfanoni za su juya zuwa nunin LED, LED na motoci, LED UV da sauran filayen aikace-aikacen.
A cikin 2022, ana sa ran sabon saka hannun jari a masana'antar nunin LED na kasuwanci don kula da sikelin na yanzu, amma saboda farkon samuwar tsarin gasar a cikin filin nunin LED, ana sa ran sabon saka hannun jari zai ragu zuwa wani matsayi.
Batutuwa da yawa waɗanda ke buƙatar kulawa
01 Yawan wuce gona da iri yana haɓaka haɓaka masana'antu
Haɓakar haɓakar haɓakar kasuwancin gida na kasuwancin gida kuma ƙimar fitarwa ta LED ya haifar da wuce gona da iri a cikin masana'antar gabaɗaya.The overcapacity kara accelerates da hadewa da de-capacity a cikin masana'antu, da kuma inganta girma da kuma ci gaban LED masana'antu a cikin hawa da sauka.
A fagen kwakwalwan kwakwalwan kwakwalwan kwakwalwa na LED, matsin lamba na karkatar da manyan masana'antu yana karuwa, kuma ana tura wuce gona da iri zuwa samfuran ƙarancin ƙarewa, wanda ke haifar da gasa mai zafi a cikin babban kasuwar guntu LED da ci gaba da raguwar farashin.Kamfanonin guntu na LED masu ƙanana da matsakaici sun matsa ƙarfin samarwa ko ma rufewa, wanda a kaikaice yana rage buƙatun kasuwa na kayan aikin gaban-karshen LED.
A cikin filin marufi, abin ya shafa ci gaba da sakin ƙarfin marufi na LED da ci gaba da raguwar riba, farashin marufi na kanana da matsakaicin ƙarfi ya faɗi sosai, kuma farashin na'urori masu ƙarfi suma sun nuna ɗan koma baya. .An tilasta shi don haɓakawa a cikin jagorancin halayen tushen haske na musamman.
A fagen aikace-aikacen LED, ribar wutar lantarki ta gargajiya ta ci gaba da raguwa, kuma manyan kamfanoni masu ƙarfin ƙira, albarkatun tashoshi, da fa'idodin iri suma suna shafar kuma suna tilasta su juya zuwa filayen da ke tasowa kamar nunin LED.Kanana da matsakaitan masana'antu suna ƙara wahalar rayuwa.
A cikin 2021, nunin kasuwancin kasuwancin duniya yarda masana'antar LED don saka hannun jari ya ragu gabaɗaya a ƙarƙashin sabon annobar cutar huhu.Karkashin bayan takaddamar cinikayya tsakanin Sin da Amurka da kuma darajar kudin musayar kudin RMB, tsarin sarrafa kansa na kamfanonin LED ya kara habaka, kuma hadin gwiwar masana'antu ya zama sabon salo.
Da sannu a hankali fitowar karfin aiki da raguwar riba a cikin masana'antar LED, masana'antun LED na kasa da kasa sun saba hadewa da janyewa a cikin 'yan shekarun nan, kuma matsin rayuwa na manyan kamfanonin LED na kasata ya kara karuwa.Duk da cewa masana'antun ledojin na kasata sun kwato kayayyakin da suke fitarwa zuwa kasashen ketare sakamakon canjin canjin da suke samu, amma a nan gaba, babu makawa yadda kasar ta ke fitar da ita zuwa wasu kasashe zai yi rauni, kuma har yanzu masana'antar LED na cikin gida na fuskantar matsalar wuce gona da iri.
02 Haɓaka farashin albarkatun kasa yana haifar da sauyin farashin
A cikin 2021, farashin kayayyaki a masana'antar nunin LED na kasuwanci zai ci gaba da tashi.Kamfanoni masu dacewa na cikin gida da na waje kamar GE Current, Universal Lighting Technologies (ULT), Leyard, Unilumin Technology, Mulinsen, da sauransu sun haɓaka farashin samfur sau da yawa, tare da matsakaicin haɓaka kusan 5%, wanda farashin samfuran kaɗan kaɗan ne. a takaice wadata ya karu da kusan kashi 30%.Babban dalilin shine farashin samfuran LED yana canzawa saboda hauhawar farashin albarkatun ƙasa.
Da farko dai, saboda tasirin sabon kambin cutar huhu, an toshe tsarin samar da wutar lantarki na masana'antar LED ta duniya, wanda ya haifar da hauhawar farashin albarkatun kasa.
Saboda tashin hankali tsakanin wadata da buƙatun albarkatun ƙasa, masana'antun sama da na ƙasa a cikin sarkar masana'antar sun daidaita farashin albarkatun ƙasa zuwa digiri daban-daban, gami da ICs mai nuni na LED, na'urorin marufi na RGB, allon PCB da sauran kayan albarkatu na sama da ƙasa. .
Na biyu, rikicin cinikayya tsakanin Sin da Amurka ya shafa, lamarin "rashin asali" ya yadu a kasar Sin, kuma masana'antun da yawa masu alaka da su sun kara yawan jarin da suke zubawa a fannin bincike da raya kayayyaki a fannonin AI da 5G, lamarin da ya dagula al'amura a kasar Sin. ikon samar da asali na masana'antar LED, wanda zai kara haifar da hauhawar farashin albarkatun kasa..
A ƙarshe, saboda haɓakar kayan aiki da farashin sufuri, farashin albarkatun ƙasa ma ya karu.
Ko filayen haske ko nuni, yanayin tashin farashin ba zai ragu ba cikin ɗan gajeren lokaci.Koyaya, daga hangen nesa na ci gaban masana'antu na dogon lokaci, hauhawar farashin zai taimaka wa masana'antun haɓakawa da haɓaka tsarin samfuran su da haɓaka ƙimar samfuran.
03 Akwai ƙarin saka hannun jari a fagage masu tasowa
Tun da kasuwancin nunin hannun jarin masana'antar LED yana da ɗan warwatse a duk faɗin ƙasar, akwai matsalar maimaita saka hannun jari a filayen da ke tasowa.
Misali, fasahar nunin Mini/Micro LED tana da kyawawan halaye irin su babban haske, babban haɗin kai, babban wartsakewa, da nunin sassauƙa, kuma ya zama sabon ƙarni na fasahar nuni da masana'antu suka gane bayan OLED da LCD.Mini/Micro LED nuni kayayyakin suna cikin mataki na buƙatun fashewa, kuma faffadar hasashen kasuwa yana sa Mini/Micro LED babban saka hannun jari.
Misali, Ruifeng Optoelectronics ya tara kimanin yuan miliyan 700 don gudanar da bincike da ayyukan raya fasaha na mini/Micro LED, ana sa ran kamfanin Huacan Optoelectronics zai zuba jarin Yuan biliyan 1.5 don gudanar da bincike da ci gaba da ayyukan ci gaba na mini/Micro LED da masana'antu, Leyard, Epistar, Lijingwei Electronics tare da kaddamar da hadin gwiwa. na farko Micro LED Research Institute a kasar Sin.Kodayake an ƙaddamar da sabbin ayyukan layin samarwa don Mini / Micro LED, yawancin matsalolin fasaha kamar canja wurin taro da gyare-gyare, tuki da canza launi ba a warware su yadda ya kamata ba, kuma mahimman kayan aiki da kayan aiki har yanzu suna fuskantar matsalar "manne wuyansa".
Akwai rashin tabbas game da kwararowar nau'ikan jari na zamantakewa daban-daban, kudade na jagora da kuma kudaden masana'antu zuwa wannan fagen.Don magance waɗannan matsalolin, ba kawai saka hannun jari na ƙwararru don jagoranci da haɓaka alaƙa tsakanin masana'antu na sama da na ƙasa ba, har ma ana buƙatar mahimman hanyoyin haɗin gwiwa.Gyara don kasawa.
Shawarwari don magance matakan da za a ɗauka
01 Haɓaka haɓaka masana'antu a yankuna daban-daban da jagoranci manyan ayyuka
Hukumar raya kasa da sake fasalin kasa, da ma'aikatar masana'antu da fasahar watsa labaru da sauran sassan gudanarwa na bukatar hada kai wajen bunkasa masana'antar LED ta kasuwanci a wurare daban-daban, da yin la'akari da tsarin "shiryar da taga" don manyan ayyukan LED, da inganta daidaitawa na LED. LED masana'antu tsarin.Ƙarfafa jujjuyawar masana'antar guntu guntu na LED da layukan samar da marufi, rage girman tallafi don ayyukan hasken wutar lantarki na LED, da ƙarfafa haɓakawa da haɓaka kayan aikin LED da kayan aiki.Goyi bayan manyan kamfanonin LED don aiwatar da haɗin gwiwar fasaha da hazaka tare da kamfanoni a yankuna masu ci gaba kamar Turai da Amurka, da ƙarfafa manyan ayyukan layin samarwa don daidaitawa cikin manyan ƙungiyoyin masana'antu.
02 Ƙarfafa haɓaka haɓakar haɗin gwiwa da R&D don samar da fa'idodi a fagage masu tasowa
Yi amfani da tashoshi na kuɗi na yanzu don haɓaka aikin samar da kayayyaki na musamman a wuraren da ke tasowa na masana'antar LED.Haɗin haɗin guntu yana mai da hankali kan haɓaka ayyukan ultra-high-definition Mini / Micro LED da zurfin UV LED kwakwalwan kwamfuta;hanyar haɗin marufi tana mai da hankali kan haɓaka ayyukan marufi na ci gaba kamar marufi na tsaye da juzu'i da rage farashin masana'anta;hanyar haɗin aikace-aikacen tana mai da hankali kan haɓaka haske mai kaifin baki, haske mai lafiya, shuke-shuke Hasken walƙiya da sauran sassan kasuwan ayyukan gwajin gwaji don haɓaka haɓaka ƙa'idodin ƙungiyar masana'antu;don kayan aiki da kayan aiki, yin aiki tare da kamfanonin da'irar haɗin gwiwar don haɓaka matakin yanki na babban kayan aiki da kayan LED.
03 Ƙarfafa sa ido kan farashin masana'antu da faɗaɗa tashoshin fitar da samfur
Haɗin kai tare da haɗin gwiwar kamfanonin da'ira don gina tsarin sa ido kan farashin guntu na semiconductor, ƙarfafa sa ido kan kasuwar LED, da hanzarta bincike da hukunta ayyukan da ba bisa ka'ida ba na haɓaka farashin kwakwalwan LED da kayan bisa ga alamun rahoto.Ƙarfafa gina ƙungiyoyin masana'antar LED na cikin gida, gina dandamalin sabis na jama'a wanda ke rufe ma'auni, gwaji, haƙƙin mallakar fasaha, da sauransu, tattara manyan albarkatu, taimakawa masana'antu don ƙarfafa mu'amala da haɗin gwiwa na duniya, da faɗaɗa hanyoyin fitarwa don samfuran a kasuwannin ketare.
Lokacin aikawa: Janairu-21-2022